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	<title>Five Oceans Insights</title>
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		<title>Five Oceans Insights</title>
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		<item>
		<title>Lessons from the pain trade in US listed Chinese companies</title>
		<link>http://fiveoceansinsights.wordpress.com/2011/06/16/lessons-from-the-pain-trade-in-us-listed-chinese-companies/</link>
		<comments>http://fiveoceansinsights.wordpress.com/2011/06/16/lessons-from-the-pain-trade-in-us-listed-chinese-companies/#comments</comments>
		<pubDate>Thu, 16 Jun 2011 07:20:21 +0000</pubDate>
		<dc:creator>fiveoceans</dc:creator>
				<category><![CDATA[Uncategorized]]></category>

		<guid isPermaLink="false">http://fiveoceansinsights.wordpress.com/?p=1925</guid>
		<description><![CDATA[Like many investors we have always been always been a touch suspicious of any company that prefers to list outside of its home market. This issue has recently cropped up again in the London market with the Kazakh miner, Eurasian Natural Resources Corp, dismissing two senior independent directors seen as &#8216;heavyweight figures&#8216; in the City. [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=fiveoceansinsights.wordpress.com&amp;blog=11988251&amp;post=1925&amp;subd=fiveoceansinsights&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<slash:comments>1</slash:comments>
	
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		<title>AUD puzzle</title>
		<link>http://fiveoceansinsights.wordpress.com/2011/05/03/aud-puzzle/</link>
		<comments>http://fiveoceansinsights.wordpress.com/2011/05/03/aud-puzzle/#comments</comments>
		<pubDate>Tue, 03 May 2011 07:44:26 +0000</pubDate>
		<dc:creator>fiveoceans</dc:creator>
				<category><![CDATA[Currency]]></category>

		<guid isPermaLink="false">http://fiveoceansinsights.wordpress.com/?p=1894</guid>
		<description><![CDATA[An additional support for AUDUSD in the last few weeks has been the reduction of ‘carry’ available in some other ‘carry currencies’. In Brazil for example the government has increased measures to curb ‘excessive’ currency appreciation. In recent months Brazil raised the Tax on Foreign Exchange Transactions (IOF tax) to 6% on fixed income, 6% [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=fiveoceansinsights.wordpress.com&amp;blog=11988251&amp;post=1894&amp;subd=fiveoceansinsights&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<title>Shutting down governments? Bailing out nations? Or saving the banks?</title>
		<link>http://fiveoceansinsights.wordpress.com/2011/04/13/shutting-down-governments-bailing-out-nations-or-saving-the-banks/</link>
		<comments>http://fiveoceansinsights.wordpress.com/2011/04/13/shutting-down-governments-bailing-out-nations-or-saving-the-banks/#comments</comments>
		<pubDate>Wed, 13 Apr 2011 07:17:25 +0000</pubDate>
		<dc:creator>fiveoceans</dc:creator>
				<category><![CDATA[Uncategorized]]></category>

		<guid isPermaLink="false">http://fiveoceansinsights.wordpress.com/?p=1879</guid>
		<description><![CDATA[What should we make of the threat to shut down the US Government? Reversing the debt spiral is of course essential, at some point. What that point is, however, remains much debated. The bulk of government discretionary spending is on defence programmes. Funding wars is very expensive. And much of the rest is on social [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=fiveoceansinsights.wordpress.com&amp;blog=11988251&amp;post=1879&amp;subd=fiveoceansinsights&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<title>China’s Ghost Cities</title>
		<link>http://fiveoceansinsights.wordpress.com/2011/04/01/china%e2%80%99s-ghost-cities/</link>
		<comments>http://fiveoceansinsights.wordpress.com/2011/04/01/china%e2%80%99s-ghost-cities/#comments</comments>
		<pubDate>Fri, 01 Apr 2011 05:25:55 +0000</pubDate>
		<dc:creator>fiveoceans</dc:creator>
				<category><![CDATA[Australia]]></category>
		<category><![CDATA[China]]></category>
		<category><![CDATA[China Property]]></category>
		<category><![CDATA[Property]]></category>

		<guid isPermaLink="false">http://fiveoceansinsights.wordpress.com/?p=1857</guid>
		<description><![CDATA[For those that missed the SBS documentary &#8216;China’s Ghost Cities&#8217;, it is worth watching if you are interested in China and its property market. It covers some old ground (e.g. New South China Mall in Dongguan which has been covered before by PBS, Ordos in Inner Mongolia covered before by Al-Jazeera, etc). However, it is a good [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=fiveoceansinsights.wordpress.com&amp;blog=11988251&amp;post=1857&amp;subd=fiveoceansinsights&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<title>Is Europe finally reaching D-Day?</title>
		<link>http://fiveoceansinsights.wordpress.com/2011/01/11/is-europe-finally-reaching-d-day/</link>
		<comments>http://fiveoceansinsights.wordpress.com/2011/01/11/is-europe-finally-reaching-d-day/#comments</comments>
		<pubDate>Tue, 11 Jan 2011 03:49:03 +0000</pubDate>
		<dc:creator>fiveoceans</dc:creator>
				<category><![CDATA[Uncategorized]]></category>

		<guid isPermaLink="false">http://fiveoceansinsights.wordpress.com/?p=1773</guid>
		<description><![CDATA[﻿Europe’s debt crisis comes back to life. The New York Times summarises the ongoing dilemma of European sovereign debt. It is essential to note that this is not just a problem of over leveraged so-called peripheral economies, but the under-capitalised banks of core Europe that have lent money to the periphery. The insistence that peripheral Europe [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=fiveoceansinsights.wordpress.com&amp;blog=11988251&amp;post=1773&amp;subd=fiveoceansinsights&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<title>Looking to the Las Vegas trade fair&#8230;</title>
		<link>http://fiveoceansinsights.wordpress.com/2011/01/05/looking-to-the-las-vegas-trade-fair/</link>
		<comments>http://fiveoceansinsights.wordpress.com/2011/01/05/looking-to-the-las-vegas-trade-fair/#comments</comments>
		<pubDate>Wed, 05 Jan 2011 04:07:48 +0000</pubDate>
		<dc:creator>fiveoceans</dc:creator>
				<category><![CDATA[Uncategorized]]></category>

		<guid isPermaLink="false">http://fiveoceansinsights.wordpress.com/?p=1754</guid>
		<description><![CDATA[With the start of the important consumer electronic trade fair in Las Vegas we will be seeing a string of product announcements. There’s going to be a lot talked about in financial markets, with the following topics likely to be popular: One of the most significant areas is making tv smart. This is likely to [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=fiveoceansinsights.wordpress.com&amp;blog=11988251&amp;post=1754&amp;subd=fiveoceansinsights&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<title>The rising importance of ESG in Asia</title>
		<link>http://fiveoceansinsights.wordpress.com/2010/11/30/the-rising-importance-of-esg-in-asia/</link>
		<comments>http://fiveoceansinsights.wordpress.com/2010/11/30/the-rising-importance-of-esg-in-asia/#comments</comments>
		<pubDate>Tue, 30 Nov 2010 04:28:51 +0000</pubDate>
		<dc:creator>fiveoceans</dc:creator>
				<category><![CDATA[China]]></category>
		<category><![CDATA[Energy]]></category>
		<category><![CDATA[ESG]]></category>
		<category><![CDATA[India]]></category>

		<guid isPermaLink="false">http://fiveoceansinsights.wordpress.com/?p=1711</guid>
		<description><![CDATA[2010 has been an interesting year for environmental, social and governance (ESG) factors within Asia’s equity markets. Much like BP’s Deepwater Horizon spill in the Gulf of Mexico, the &#8216;Foxconn suicides&#8217; at Hon Hai over May and June could in time prove to be the turning point that turns the analysis of ESG more into the mainstream with greater incorporation into [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=fiveoceansinsights.wordpress.com&amp;blog=11988251&amp;post=1711&amp;subd=fiveoceansinsights&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<title>The financial position of US households &#8211; not great but getting better</title>
		<link>http://fiveoceansinsights.wordpress.com/2010/10/25/the-financial-position-of-us-households-not-great-but-getting-better/</link>
		<comments>http://fiveoceansinsights.wordpress.com/2010/10/25/the-financial-position-of-us-households-not-great-but-getting-better/#comments</comments>
		<pubDate>Mon, 25 Oct 2010 04:57:54 +0000</pubDate>
		<dc:creator>fiveoceans</dc:creator>
				<category><![CDATA[Uncategorized]]></category>

		<guid isPermaLink="false">http://fiveoceansinsights.wordpress.com/?p=1686</guid>
		<description><![CDATA[Compared with historic levels, US households are carrying a significant amount of debt relative to their assets and income.  Just comparing current levels to the year 2000 highlights this point: total household debt to GDP is 92% versus 66% in 2000, mortgage debt is 69% versus 46%, debt to disposable income is 118% versus 90%, and [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=fiveoceansinsights.wordpress.com&amp;blog=11988251&amp;post=1686&amp;subd=fiveoceansinsights&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<title>What we can expect from China&#8217;s 12th Five Year Plan: Going green with lower growth?</title>
		<link>http://fiveoceansinsights.wordpress.com/2010/10/15/what-we-can-expect-from-chinas-12th-five-year-plan-going-green-with-lower-growth/</link>
		<comments>http://fiveoceansinsights.wordpress.com/2010/10/15/what-we-can-expect-from-chinas-12th-five-year-plan-going-green-with-lower-growth/#comments</comments>
		<pubDate>Fri, 15 Oct 2010 03:20:03 +0000</pubDate>
		<dc:creator>fiveoceans</dc:creator>
				<category><![CDATA[Carbon Emission]]></category>
		<category><![CDATA[China]]></category>
		<category><![CDATA[Energy]]></category>
		<category><![CDATA[ESG]]></category>

		<guid isPermaLink="false">http://fiveoceansinsights.wordpress.com/?p=1674</guid>
		<description><![CDATA[Since 1953, China’s economic policies and national development have been guided by a series of wide ranging five-year plans that lay out the key economic and social goals in what is now the world’s second largest economy. At the moment the 12th of these Five Year Plans (12th FYP), covering 2011-15, is being formulated. There is obviously [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=fiveoceansinsights.wordpress.com&amp;blog=11988251&amp;post=1674&amp;subd=fiveoceansinsights&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<title>Will “peak coal” provide the carbon change catalyst?</title>
		<link>http://fiveoceansinsights.wordpress.com/2010/10/05/will-%e2%80%9cpeak-coal%e2%80%9d-provide-the-carbon-change-catalyst/</link>
		<comments>http://fiveoceansinsights.wordpress.com/2010/10/05/will-%e2%80%9cpeak-coal%e2%80%9d-provide-the-carbon-change-catalyst/#comments</comments>
		<pubDate>Tue, 05 Oct 2010 02:27:12 +0000</pubDate>
		<dc:creator>fiveoceans</dc:creator>
				<category><![CDATA[Carbon Emission]]></category>
		<category><![CDATA[Energy]]></category>

		<guid isPermaLink="false">http://fiveoceansinsights.wordpress.com/?p=1660</guid>
		<description><![CDATA[After receiving substantial political and populist momentum coming into the Copenhagen Climate Council (December 2009), governments are now increasingly deadlocked on progress towards lower carbon infrastructure. The inter generational argument for change has given way to the near term fiscal realities of badly over stretched sovereigns using neo classical austerity to balance their budgets versus [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=fiveoceansinsights.wordpress.com&amp;blog=11988251&amp;post=1660&amp;subd=fiveoceansinsights&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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